WaFd, Inc.

WAFD and WAFDP • NASDAQ

WaFd, Inc. is a banks - regional company in the financial services sector on NASDAQ, led by Brent Beardall, with a market cap of $2.5B. As of Q3 2025, 78% of shares are held by 247 institutional investors, with BlackRock, Inc. as the largest holder at 14.26%.

Chief Executive OfficerBrent Beardall

Market Cap$2.5B

Banks - Regional

Financial Services

Employees2.1K

Websitewafdbank.com

Country

United States of America

Overview

Overview of institutional ownership in WAFD and WAFDP as of Q3 2025 with a market cap of $2.4B

All Institutions

Institutions: 247
Value Held: $1.9B
Shares Held: 61.4M
Avg Position: $7.5M
Median Position: $551.9K

Hedge Funds

Hedge Funds: 20
Value Held: $34.8M
Shares Held: 1.1M
Avg Position: $1.7M
Median Position: $877.3K

Ownership Breakdown

Institutional (non-HF)

76.52%

$1.8B

Hedge Funds

1.46%

$34.8M

Retail & Other

22.02%

$525.5M

Based on market cap of $2.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in WAFD and WAFDP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$340.3M 0.01% of portfolio	14.26% 11.2M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$274.2M 0.00% of portfolio	11.49% 9.1M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$150.1M 0.03% of portfolio	6.29% 5.0M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$125.0M 0.00% of portfolio	5.24% 4.1M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	Raife Brandon Giovinazzo Managing Partner	$111.5M 0.38% of portfolio	4.67% 3.7M shares	Q3 2018 Held for 7y 2m	$29.4B
A AMERICAN CENTURY COMPANIES INC Institution	-	$62.9M 0.03% of portfolio	2.64% 2.1M shares	Q4 2019 Held for 5y 11m	$195.93B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$59.3M 0.00% of portfolio	2.48% 2.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	Kenneth Burgess CIO	$46.9M 1.14% of portfolio	1.97% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$4.1B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$41.7M 0.01% of portfolio	1.75% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$35.0M 0.01% of portfolio	1.47% 1.2M shares	≤ Q2 2013 Held for 12y 5m+	$488.50B

Net Capital Flow

Institutional buying and selling activity for WAFD and WAFDP in Q3 2025

Traded: −$61.2M
Buyers: 111
Sellers: 123
Total Bought: +$58.5M
Total Sold: −$119.8M
Avg Position: $6.7M

Biggest Buyers

Institution	Net Bought	Current Position
AMERIPRISE FINANCIAL INC Institution	+$4.4M +145.6K shares	$41.7M 1.4M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$4.2M +137.6K shares	$4.4M 146.6K shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	+$4.2M +137.5K shares	$33.3M 1.1M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$3.7M +121.0K shares	$5.4M 179.7K shares
J JANE STREET GROUP, LLC Institution	+$3.4M +112.4K shares	$5.0M 166.2K shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	+$3.2M +105.2K shares	$3.2M 105.2K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$2.9M +95.0K shares	$4.1M 134.4K shares
S State of New Jersey Common Pension Fund D Institution	+$2.1M +69.9K shares	$2.1M 69.9K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$2.0M +66.8K shares	$2.0M 66.8K shares
MORGAN STANLEY RIA/Wealth	+$1.6M +52.4K shares	$19.7M 650.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
M MACQUARIE GROUP LTD Institution	−$22.5M −768.2K shares	Sold Off 0 shares
B BlackRock, Inc. Institution	−$9.8M −323.0K shares	$340.3M 11.2M shares
WELLS FARGO & COMPANY/MN Institution	−$9.1M −300.9K shares	$35.0M 1.2M shares
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	−$8.6M −282.8K shares	$1.5M 50.5K shares
VANGUARD GROUP INC Institution	−$8.4M −276.6K shares	$274.2M 9.1M shares
STATE STREET CORP Institution	−$6.1M −202.0K shares	$125.0M 4.1M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$5.0M −164.5K shares	$3.7M 120.7K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$4.4M −144.2K shares	$5.1M 168.1K shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	−$4.0M −133.3K shares	$13.5M 445.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$3.1M −100.9K shares	$1.6M 53.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited WAFD and WAFDP in Q3 2025

New Positions: 7
New Value: $315.3K
Exited Positions: 27
Exited Value: $32.0M

New Positions

Institution	Position Value
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth	$262.8K 8.7K shares
S Salomon & Ludwin, LLC Institution	$21.8K 729.0 shares
O Optiver Holding B.V. Institution	$12.4K 410.0 shares
Sontag Advisory, LLC RIA/Wealth	$12.1K 399.0 shares
R Root Financial Partners, LLC RIA/Wealth	$5.7K 187.0 shares
FINANCIAL CONSULATE, INC RIA/Wealth	$485.0 16.0 shares
Cloud Capital Management, LLC RIA/Wealth	- 17.0 shares

Exited Positions

Institution	Previous Position
M MACQUARIE GROUP LTD Institution	$22.5M 768.2K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$1.6M 55.8K shares
Knights of Columbus Asset Advisors LLC Long Only Manager	$1.1M 38.9K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.1M 38.6K shares
X XTX Topco Ltd Institution	$818.5K 28.0K shares
H HUSSMAN STRATEGIC ADVISORS, INC. Institution	$614.9K 21.0K shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$606.1K 20.7K shares
R ROYCE & ASSOCIATES LLC Institution	$453.0K 15.5K shares
E Elo Mutual Pension Insurance Co Institution	$400.2K 13.7K shares
BANK OF MONTREAL /CAN/ Institution	$381.9K 13.0K shares

Options Activity

Institutions with the largest Call and Put options positions in WAFD and WAFDP as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with WAFD and WAFDP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	Kenneth Burgess CIO	1.14% $46.9M	1.97% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$4.1B
AUXIER ASSET MANAGEMENT RIA/Wealth	James Jeffrey Auxier President	0.56% $4.0M	0.17% 130.9K shares	≤ Q2 2013 Held for 12y 5m+	$713.5M
DAVIDSON INVESTMENT ADVISORS Long Only Manager	Lawrence Todd Martinez CEO	0.40% $9.4M	0.39% 309.1K shares	Q1 2024 Held for 1y 8m	$2.4B
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	Raife Brandon Giovinazzo Managing Partner	0.38% $111.5M	4.67% 3.7M shares	Q3 2018 Held for 7y 2m	$29.4B
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.31% $14.6M	0.61% 482.8K shares	Q3 2021 Held for 4y 2m	$4.7B
FRONTIER CAPITAL MANAGEMENT CO LLC Long Only Manager	William Allen Teichner Managing Partner	0.31% $34.3M	1.44% 1.1M shares	≤ Q2 2013 Held for 12y 5m+	$11.1B
P Pinnacle West Asset Management, Inc. RIA/Wealth	Tom R Creager President	0.20% $302.9K	0.01% 10.0K shares	Q1 2023 Held for 2y 8m	$151.8M
Talbot Financial, LLC RIA/Wealth	Thomas Michael Swoffer CIO	0.20% $2.4M	0.10% 77.6K shares	Q4 2022 Held for 2y 11m	$1.2B
O OXFORD ASSET MANAGEMENT Institution	Henry Stuart Gibson President	0.19% $529.5K	0.02% 17.5K shares	Q3 2025 Held for 2 months	$272.4M
L Lakeside Advisors, INC. RIA/Wealth	Robert Everett Frey President	0.16% $258.7K	0.01% 8.5K shares	Q4 2021 Held for 3y 11m	$158.1M

Hedge Fund Spotlight

Discover hedge funds investing in WAFD and WAFDP

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in WaFd, Inc.

WAFD and WAFDP

Market Value: $405.6M
Shares Held: 14.0M
Portfolio Weight: 0.66%
Owned Since: 2013-Q2

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